BEYOND LIMITS INC (EIN 462709458) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2013

Legal Domicile

Principal Officer

PAUL BERTELSON

Phone

9525639904

Tax Period

2024-07-01 to 2025-06-30

BEYOND LIMITS INC, founded in 2013, is a small nonprofit in the Human Services sector that reported $257K in total revenue in fiscal year 2024. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $248K left a modest 3% surplus.

Mission

THE CORE PURPOSE IS TO PROVIDE LIFESKILL TRAINING FOR STUDENTS WITH DISABILITIES THAT WILL LEAD TO ABUNDANT LIVING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $67,573

Program Service Revenue $176,206

Investment Income $12,754

Other Revenue $0

TOTAL REVENUE $256,533

Expense Breakdown

Grants Paid $0

Salaries & Benefits $169,813

Fundraising Expenses $0

Program Expenses $220,297

Other Expenses $78,600

TOTAL EXPENSES $248,413

Year-over-Year Comparison

	2024	2023	Change
Revenue	$256,533	$486,506	-0.5%
Expenses	$248,413	$288,429	-0.1%
Net Income	$8,120	$198,077	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$70,000

Total Directors

$70,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CRAIG SPOFFORD	EXECUTIVE DI	40.00	Officer Director	$70,000	$0	$70,000
ALEXIS BENNETT	BOARD MEMBER	1.00	Director	$0	$0	$0
NAN BERTELSON	SECRETARY	1.00	Director	$0	$0	$0
PAUL BERTELSON	PRESIDENT	5.00	Officer Director	$0	$0	$0
SALLY KAMPS	TREASURER	1.00	Director	$0	$0	$0
JACKIE MCCLEES	BOARD MEMBER	1.00	Director	$0	$0	$0
BROOKS WILKENING	BOARD MEMBER	1.00	Director	$0	$0	$0
BARB ZIEMKE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE ZIEMKE	VICE PRESIDE	5.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$256,533	$248,413	$501,188	$8,120
2024	$486,506	$288,429	$493,068	$198,077
2023	$348,066	$307,941	$294,991	$40,125
2022	$390,199	$241,734	$257,310	$148,465
2021	$261,013	$227,814	$104,823	$33,199
2020	$240,618	$227,944	$81,624	$12,674
2019	$281,339	$244,496	$58,909	$36,843

BEYOND LIMITS INC